Rick Lopez Email and Phone Number

• Facilitated on-site, private and public web training to customers with large revenue, and high profile clients on all simple and complex Treasury Management Product Suites. • Demonstrated the ability to recognize sales opportunities while cross referencing products during training sessions and partnering with either relationship manager or treasury management sales officer once training is completed.• Ability to multi-task and handle core responsibilities of training. Took lead on training all public scheduled webinars, along with special projects assigned, and assisting peers with training private training requests.• Improved service quality by collecting and providing feedback to and from customers. Currently piloting post webinar surveys on all Remote Deposit webinars and soon all public scheduled webinars. • Played a pivotal role in Treasury Management on-boarding for all Commercial Banking clients. Involved and provided onboarding support during sales retention and prospecting process.• Tested Treasury Management products and partnered with product managers with all enhancements.• Created Treasury Management Training reports between employees and customers to identify opportunities for performance and tracking trends.• Produced training manuals, agendas and outlines for the bank.